VETTED
Adam Wiles
CFP®
Tel: 864-272-0818 420 E. Park Ave Suite 303 Greenville, SC 29601
About Global View Investment Advisors, LLC
We are a fee-only fiduciary working with high net worth families taking fiduciary oversight into all aspects of investing and planning including income tax and estate planning. While we do not complete income tax returns or write legal documents, over the last 17 years we have learned that investors want to go to one trusted professional to coordinate these efforts. A key premise of our offering is to provide low "ulcer" investing and planning by avoiding losing money you can't make back.
See DisclosuresGeneral Information
Firm Start Year:
1925
Name of Custodial Firm:
T.D. Ameritrade Institutional, Charles Schwab Institutional,
Work with the following types of clients:
Businesses, Individual Investors
Advisory Services Provided:
Financial Planning, Financial Planning for Individuals, Legal Advice and Services, Insurance Products & Annuities, Investment Advice & Management
Services
Can meet clients in the following ways:
Phone, Email, Your Home, Video Conference, Video Conference
Compensation and Fees
Compensation Methods:
Flat Fee, Based on Assets
Firm Information
Advisor's Number of Clients:
425
Education
Bachelor of Arts - Finance:
Wofford University
Disclosures
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
15 Years of Experience
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